Institutional Ownership Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG). We have compiled data on the 1,101 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
5,844
shares
|
$644,768
0.09% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
5,831
shares
|
$643,334
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5,779
shares
|
$637,597
0.5% of portfolio
|
Q1 2025
Reduced 50.69%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
5,771
shares
|
$636,714
0.36% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,745
shares
|
$633,845
0.04% of portfolio
|
Q2 2021
Reduced 0.07%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
5,701
shares
|
$628,991
0.25% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,666
shares
|
$625,129
0.34% of portfolio
|
Q1 2025
Reduced 48.18%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
5,609
shares
|
$618,840
0.1% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
5,593
shares
|
$617,075
0.01% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,588
shares
|
$616,524
0.05% of portfolio
|
Q4 2022
Reduced 14.15%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,552
shares
|
$612,552
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
5,545
shares
|
$611,779
0.17% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,508
shares
|
$607,697
0.09% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
5,450
shares
|
$601,298
0.03% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,401
shares
|
$595,892
0.01% of portfolio
|
Q2 2025
Reduced 64.13%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
5,385
shares
|
$594,127
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
5,347
shares
|
$589,934
0.19% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
5,340
shares
|
$589,162
0.33% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,337
shares
|
$588,831
0.1% of portfolio
|
Q2 2025
Added 22.46%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
5,335
shares
|
$588,610
0.05% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,332
shares
|
$588,279
0.02% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
5,326
shares
|
$587,617
0.34% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
5,322
shares
|
$587,176
0.39% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
5,289
shares
|
$583,535
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,250
shares
|
$579,232
0.31% of portfolio
|
Q3 2023
Added 28.93%
|